| Summary: | Wishlist - networth forecast report | ||
|---|---|---|---|
| Product: | [Applications] kmymoney | Reporter: | aperali |
| Component: | general | Assignee: | KMyMoney Devel Mailing List <kmymoney-devel> |
| Status: | REPORTED --- | ||
| Severity: | wishlist | ||
| Priority: | NOR | ||
| Version: | 4.8.0 | ||
| Target Milestone: | --- | ||
| Platform: | Other | ||
| OS: | Microsoft Windows | ||
| Latest Commit: | Version Fixed In: | ||
| Attachments: |
Dont use this. It's not correct.
Idea for net worth forecast |
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Comment on attachment 115984 [details]
Dont use this. It's not correct.
Wrong formula, please, forget this file
Created attachment 115985 [details]
Idea for net worth forecast
Please, use this one
Comment on attachment 115984 [details]
Dont use this. It's not correct.
Actually marking attachment as obsolete, per title change.
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Created attachment 115984 [details] Dont use this. It's not correct. SUMMARY Forecast networth report does not consider appreciation/loss of investment and/or saving accounts. STEPS TO REPRODUCE 1. Report Pane; 8. Forecast; Networth Forecast 2. 3. OBSERVED RESULT The forecast networth allways go down for a person who lives just from his/her investment and/or savings EXPECTED RESULT 1. I think it's missing the possibility to consider the appreciation/loss of the investment or saving accounts. It could be done using the schedule method (user informs the appreciation rates for each investment) or by history method (SMA, WMA or LR based on price history). 2. In addition user could inform, as an alternative, from/to what investment/saving account he's withdrawing/funding the monthly differences from income and expenses. It should affect the balance value that account and consequently the appreciation/loss for the next month. ADDITIONAL INFORMATION I'm attaching a simplified excel and jpg sample.